+380.3%
NDAQ vs ARES
+1,006.5%
-626.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | +0.2% |
| 7D | -1.6% | -2.7% | +1.1% | -0.6% |
| 30D | -1.5% | -2.4% | +0.9% | -0.8% |
| 3M | +8.0% | +3.9% | +4.1% | +6.1% |
| 6M | +7.7% | +26.4% | -18.7% | -1.9% |
| YTD | -2.3% | -14.9% | +12.5% | +1.3% |
| 1Y | +0.6% | -20.4% | +21.0% | +6.1% |
| 3Y | +90.9% | +38.8% | +52.1% | +60.7% |
| 5Y | +52.5% | +97.0% | -44.5% | +9.6% |
| 10Y | +380.3% | +999.8% | -619.5% | +118.4% |
| All | +380.3% | +1,006.5% | -626.2% | +118.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling